Ashish Kancholia March 2015 Portfolio Update

Ashish Kancholia  March 2015 Portfolio Update

Ashish Kancholia  Portfolio after March  2015 quarter. We have seen that she has added Few stocks and reduce exposure in various stocks in last two quarters.

Summary of Portfolio March 2015

New Entry  – Axiscades in March 2015

Increased exposure  – Ashiana Houseing, Navin fluo,Shreyas Shipping & Zen technology

Exited in March 2015 Quarter – eClerx Services

Ashish Kancholia Portfolio
% Holding (March 2015)
Company Name Mar-14 Jun-14 Sep-14 Dec-14 Mar-15 Remarks
Gati 0.0 1.7 1.7 1.7 1.7 Same
Ashiana Housing 1.1 1.1 1.1 1.1 1.3 Increased
AXISCADES Engg. 0.0 0.0 0.0 0.0 1.4 New
Dynamatic Tech. 0.0 0.0 1.7 1.7 1.7 Same
eClerx Services 1.3 1.3 1.2 0.0 0.0 Exited
Eveready Inds. 0.0 2.1 2.1 2.1 2.1 Same
J B Chem & Pharm 0.0 1.0 1.0 1.0 0.0 Exited
Kitex Garments 0.0 1.1 1.1 1.1 0.0 Exited
Navin Fluo.Intl. 0.0 0.0 0.0 1.2 2.5 Increased
Pennar Inds. 0.0 0.0 1.7 2.1 2.1 Same
Shreyas Shipping 0.0 0.0 0.0 1.8 1.9 Increased
Zen Technologies 0.0 0.0 0.0 1.8 2.0 Increased

Ashish Kacholia Portfolio

who is Ashish Kacholia?

Ashish Kacholia (Ashish Kancholia) of Lucky Securities is a well known investor in the Indian Equity markets. He is a co-founder of Hungama.com along with Neerja Roy and other well-known investor like Rakesh jhunjhunwala. We tried to put his portfolio & change in his portfolio over last 1 year. We also intent to put the change in his portfolio after September quarters result is announced. Few facts about Ashish Kacholia & his portfolio

Ashish Kacholia’s portfolio few observation

  • Ashish Kacholia is co-founder of hungama,com
  • Ahsish bet on few concentrated stocks.

Read more 

Ashish Kancholia’s portfolio update Dec 14

http://forbesindia.com/column/zen-garden/value-before-valuation/2032/1

 

Ashish Kancholia  March 2015 Portfolio Update

 

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